+36.1%
IBB vs IRE
-84.4%
+120.5%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +14.0% | -14.9% | -1.2% |
| 7D | +1.4% | +54.8% | -53.4% | +0.5% |
| 30D | +10.5% | +18.4% | -7.9% | +9.9% |
| 3M | +23.6% | -66.7% | +90.4% | +25.3% |
| 6M | +22.6% | -52.3% | +74.9% | +21.4% |
| YTD | +25.7% | -52.3% | +78.0% | +23.0% |
| All | +36.1% | -84.4% | +120.5% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IRE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling